Barclays

Barclays Portfolio holdings

AUM $272B
1-Year Est. Return 16.92%
 

Barclays PLC, founded in 1690 by goldsmith bankers in London, is a British multinational financial institution headquartered in London, operating as one of the world’s oldest banks with a significant presence in investment banking, retail banking, and wealth management. Managing billions in assets, Barclays serves millions of customers globally through its retail arm (notably in the UK) and its investment banking division, which excels in trading, mergers and acquisitions, and capital markets, competing with Wall Street giants. The bank has navigated challenges like the 2008 financial crisis—opting for private funding over a government bailout—and has since focused on restructuring, digital innovation, and sustainable finance initiatives. With a rich history and a modern global footprint, Barclays remains a key player in both UK and international financial markets.

This Quarter Est. Return
1 Year Est. Return
+16.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$68.8B
AUM Growth
+$12.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,760
New
Increased
Reduced
Closed

Sector Composition

1 Technology 17.29%
2 Financials 11.91%
3 Healthcare 11.8%
4 Consumer Discretionary 10.58%
5 Industrials 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3051
$174K ﹤0.01%
1,004
+870
3052
$174K ﹤0.01%
10,119
+8,208
3053
$174K ﹤0.01%
5,582
-38,223
3054
$174K ﹤0.01%
6,403
+5,291
3055
$173K ﹤0.01%
5,980
+4,710
3056
$173K ﹤0.01%
15,499
+11,061
3057
$173K ﹤0.01%
29,152
+24,724
3058
$173K ﹤0.01%
12,380
+8,982
3059
$173K ﹤0.01%
10,645
+5,216
3060
$172K ﹤0.01%
5,971
+4,814
3061
$172K ﹤0.01%
2,811
+2,281
3062
$172K ﹤0.01%
15,942
-66,617
3063
$172K ﹤0.01%
27,243
+17,825
3064
$171K ﹤0.01%
4,688
+3,792
3065
$171K ﹤0.01%
3,380
-1,301
3066
$171K ﹤0.01%
11,980
+8,471
3067
$170K ﹤0.01%
39,150
+18,885
3068
$170K ﹤0.01%
1,273
-2,209
3069
$170K ﹤0.01%
23,816
+3,608
3070
$169K ﹤0.01%
4,375
+3,395
3071
$169K ﹤0.01%
2,520
+2,061
3072
$169K ﹤0.01%
13,381
+11,911
3073
$169K ﹤0.01%
+10,000
3074
$168K ﹤0.01%
11,646
+9,220
3075
$168K ﹤0.01%
19,452
+14,774